Position in RCUS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,039,500
-$5,880,500 QoQ
Shares Held
650,000
-45.8% QoQ
Ownership
0.510%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#30
of 230 holders
Holding Since
Jun 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RCUS Over Time
Shares Held
Position Value (USD)
Derivatives in RCUS
reported options exposure · as of Dec 31, 2025CallValue
$25,021,500
CallShares
1,050,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Biotechnology
Healthcare · as of Jun 30, 2026Logos Global Management LP holds $2,282,084,584 across 63 Biotechnology names. RCUS ranks #34 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ERAS |
Erasca, Inc.
|
12,150,000 | $222,588,000 | |
| 2 | ABVX |
Abivax S.A.
|
1,024,000 | $136,458,240 | |
| 3 | RVMD |
Revolution Medicines, Inc.
|
700,000 | $131,096,000 | |
| 4 | IDYA |
IDEAYA Biosciences, Inc.
|
3,000,000 | $111,810,000 | |
| 5 | BNTX |
BioNTech SE
|
1,015,000 | $94,445,750 | |
| 6 | VERA |
Vera Therapeutics, Inc.
|
2,200,000 | $94,402,000 | |
| 7 | TNGX |
Tango Therapeutics, Inc.
|
2,850,000 | $89,091,000 | |
| 8 | PRAX |
Praxis Precision Medicines, Inc.
|
260,000 | $87,045,400 |
All Filings in RCUS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,039,500 | 650,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $25,920,000 | 1,200,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,021,500 | 1,050,000 | Call | Sole | 2026-02-17 | |
| 2023-12-31 | $6,207,500 | 325,000 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $15,232,500 | 750,000 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||